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Estate Planning That Expresses Who You Are - 5 Things to Talk About with Your Family

Posted on: June 14th, 2017
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles....

Money Isn’t Everything in Estate Planning

Posted on: June 8th, 2017
Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line....

How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse

Posted on: June 6th, 2017
Indeed, a common question is what cost effective options are available to protect one’s children’s inheritance from a spouse in the event of untrustworthiness or divorce. Thankfully, there are many ways to structure your child’s inheritance to help......

Estate Planning for Military Families

Posted on: May 31st, 2017
Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an - or revising an existing - estate plan....

3 Ways Your Trust Can Help a Loved One With Mental Illness

Posted on: May 18th, 2017
When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of them through thick and thin....

Tools You Can Use to Leave Words of Wisdom to the Next Generation

Posted on: May 16th, 2017
You come into the world a blank slate, and as you grow, you gain wisdom. You've planned your estate to leave physical assets to beneficiaries, so now think about leaving them something that’s just as important but less tangible: the hard-won wisdom you’ve accumulated over your life. Let your family and friends learn from your mistakes, and profit from your successes. ...
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